Access Token/Refresh Token are not being associated with currentUserEmail
I'm working on integrating the Zoho PHP SDK and while I have gotten the Oauth2 flow set up and the database persistence working, it seems that whenever it attempts to utilize the stored Refresh Token to refresh the Access Token it is failing. This seems to be occurring because when the Refresh and Access Tokens are initially created, a useridentifier is not being saved in the database. When the Tokens are being initially generated and saved, the useridentifier is set by checking who the Access TokenErrors While Trying to BulkWrite Upsert C# SDK
Hello, I’m attempting to use the BulkWrite API, CreateBulkWriteJob() with the Upsert operation, however I’m encountering an error that is related to the “required find_by” key. I was hoping someone could provide further information on the purpose and use of this key. If I try to run the CreateBulkWriteJob function without specifying FindBy, I get this exception message: “Required key find_by is not available” If I try to run the function and specify a FindBy key, as seen in the documentationCRM API not using persistence_handler_class
hi, i have a client working that connects with the CRM PHP API. I have my OAuthtokens in the db, that does work. Now i want to use my own class extending ZohoOAuthPersistenceHandler. so i set: 'token_persistence_path' => '', 'persistence_handler_class' => 'MyOAuthPersistenceHandler', But that class is not getting used, still the ZohoOAuthPersistenceHandler is used. If i look over your existing CRM PHP API code i do not see any code setting my persistence_handler_class. Is this setting not yet supportedAdd / Remove Products from an Account
Hello all I was wondering whether it is possible to add or remove the related records such as products from an Account I would like to get that information from another system and have it constantly updated per account. So far I only see there is https://www.zoho.com/crm/help/api/updaterelatedrecords.html method but it only updates the record which is already related. My idea is that if external information says "customer A has products x y z" and in my CRM customer A has k and x added, I would bePHP SDK: currentUserEmail is not getting saved. There is no useridentifier in oauthtokens record
I have the PHP SDK set up and working... mostly. I've found the problem shows itself in the SDK when the response comes back from the generateAccessToken() method. The ZohoOAuthTokens instance does not have a userEmailId value. Also, when the SDK saves the tokens to the oauthtokens table, the useridentifier field is empty (but all the other values are there). I have traced the empty email field to the API response from the getUserEmailIdFromIAM() method in the ZohoOAuthClient class (In my files it'sCRM API - list records based on presence/absence of activities
I've been struggling to get the following data from Zoho CRM API for quite some time now: list of records that do not have any activities (tasks) at all list of records that do not have any activities (tasks) in the future list of records that have activities (tasks), but they are overdue I can see that the following filter in the UI, but I cannot find it's corresponding filter in the API. My plan was to use this filter to create a custom-view and then list all records in this custom-view via theSigning up leads from 3rd party campaign
Hi, We are new to Zoho CRM, so Apologizes if this question is too newbie. We are looking for a method to register leads into the CRM by a single URL string. Something like https://crm.zoho.com/inner_path/?name=$anyname&email=$emal&camp=$camp_name I would appreciate any guides for how to workout something like this in zoho crm. thank youOAuth to REST API
Hi everyone ! I've tried many solution to access to REST API at /crm/v2/users but I always get "INVALID_TOKEN" with self-signed and web-based app. Also, when I'm trying to reach /oauth/v2/token, I got "An error occurred." Could you say me what I'm doing wrong ? Thanks for your help !Can I use the Zoho CRM PHP SKD to access the Zoho Campaigns API?
I have the Zoho CRM PHP SDK working but I have realized that, though the CRM SDK works well it doesn't appear to be created to access other Zoho API endpoints (i.e. Zoho Campains). Our company needs to use the Zoho Campains API and there appears to be no Campains SDK (that I can find...). Based on the sparse URL based examples given in Campaigns documentation, it appears that I will be required to develop my own classes and methods to for storing the access and refresh codes, and sending requests--basicallyUploadFile Error C# SDK
Hello, I'm attempting to upload a zip file with UploadFile, using code from the SDK documentation here: https://www.zoho.com/crm/developer/docs/api/bulk-write/upload-file.html However, when it hits the UploadFile function call, I'm getting an error, and I was curious if anyone else has faced this issue before: Exception: Name Value Type ▶ $exception {"Exception of type 'ZCRMSDK.CRM.Library.CRMException.ZCRMException' was thrown."} ZCRMSDK.CRM.Library.CRMException.ZCRMException Inner Exception:Zoho CRM API v2 - PHP SDK - Concept issues
We have decided to migrate our PHP application from Zoho CRM API v1 to v2, using the official Zoho CRM SDK. I have seen multiple core problems : - Config file should NOT be in the vendor file. Those file have a chance of being overwritten during a "composer update". We should have a "config_file_path" parameter when initiating the client. - Zoho asked for the database used to store the tokens to be named "zohooauth". This might be a problem for some shared hosting where databases often have a prefixKaizen #1 - Fields in CRM #API
Hey everyone, welcome to the Zoho CRM Developer Community series. The series is named 'Kaizen', meaning continuous improvement. Through these series of posts, we aim at resolving all the frequently asked questions, common hurdles, and discuss the best practices to be followed by the CRM developer community. We have five different streams under kaizen. Each one is related to a different stream of CRM development—API v2.0, Functions, SDK, Mobile Development, and Widgets. Every post will be tagged underSMS integration
Hello, I want to send sms when a new record is added in the leads. But for sending SMS i donot want to use the SMS companies mentioned in marketplace. I want to use the API i have for a different service provider. Is it possible to integrate any sms provider api, if so how can i do that?Help with Updating Blueprint Stage with the API - Update Blueprint Details - Correct JSON Object
First, I want to confirm it is possible to move from one stage to the next via the API. If so, I am having trouble understanding and formatting the correct JSON object to do so. I have pasted the Get Blueprint Data response of a basic blueprint that I am using to test this capability. Could you help me format the correct JSON object to move to the next stage? {"blueprint":{"process_info":{"field_id":"1516632000020343127","is_continuous":false,"api_name":"Account_Blueprint","continuous":false,"field_label":"AccountKaizen #18 - Ruby SDK
Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss the Ruby SDK. What is the Ruby SDK for Zoho CRM? Ruby SDK allows you to create client Ruby applications that you can integrate with Zoho CRM, effortlessly. It serves as a wrapper for the REST APIs, thus making it easier to use the services of Zoho CRM. Here is a sample of how the SDK acts as a middle ware between Zoho CRM and a client Ruby Application. What can you do with the Ruby SDK? Exchange data between Zoho CRMZoho Api returns HTTP response code 200 but no there is no response JSON payload
We are trying to access ZOHO api Getrecords from internal application .API call was successful and Http response code was 200. But the response payload was empty. Is there a error in the way we are accessing the api? Same authtoken used in a Browser a proper json response is being returned. Url : https://crm.zoho.com/crm/private/json/Accounts/getRecords?newFormat=1&authtoken=XXXXX&scope=crmapi Note : I have masked the authtoken. Below is the response -----------------HTTP REQUEST CONTENTS------------------GETFreePBX CRM Module with Zoho
Hello We're testing out zoho CRM and therefore trying to connect our FreePBX and Zoho instances. There are two ways (afaik) to connect Zoho and FreePBX: Version A Using the commercial plugin provided by Sangoma "Sangoma CRM". When trying to "Authorize with Zoho" from FreePBX, we get the following error message in a new browser window: ERROR_invalid_client Nothing else, just this. Version B Using the Asterisk 1.14 conncetor provided by Zoho. Following all steps mentioned here: https://www.zoho.eu/crm/help/zoho-phonebridge/asterisk-avaya-elastix.html#Asterisk endsGlobalSearch page automatically navigate to record when exactly 1 match is found
This is a follow-up to https://help.zoho.com/portal/community/topic/simply-is-there-a-url-to-open-zoho-crm-and-do-a-search-by-a-url-parameter. When I browse to this url to perform a search (https://crm.zoho.com/crm/GlobalSearch1.do?sModules=Accounts&searchword=test), Zoho finds exactly 1 matching record. Is there a way to have Zoho automatically go directly to that record, whenever just 1 match is found?Problem with inserting record
Hi, I have a problem with inserting Leads., but after sending the data they do not appear in Zoho module. I do not know what the problem is. Am i doing something wrong? Here is my code $fields = '{ "data": [ { "Last_Name": "Daly", "First_Name": "Paul", "Email": "p.daly@zylker.com" }, { "Last_Name": "Dolan", "First_Name": "Brian", "Email": "brian@villa.com" } ], "trigger": [Sunsetting Zoho CRM API Version 1.0 - Updated (Dec 12, 2019)
Hello folks! The progeny of Zoho CRM APIs is here and we're immensely proud to introduce the latest version, V2, of APIs. Our API team has been hard at work to bring to you an API platform that has OAuth2 support, easy to use JSON response formats and a lot more. The newer version of our APIs can do everything it's predecessor can, and a lot more! We can't wait to share what we have in store for you. Please have a look at our support documents below, for more. API V2 Help document Zoho CRM V2 APIZoho CRM API Page Size and Sort
I am using the Zoho CRM C# SDK to communicate with the API. I am trying to get a list of all Accounts in Zoho for my company. I tried passing in a page size of 2000 so that I could get them all. I opened Fiddler to see what URL I was actually trying to communicate with, and here it is: GET /crm/v2/Accounts?sort_by=Industry&page=1&per_page=2000&fields=Account_Name,Industry,Modified_Time HTTP/1.1 I am getting a list of accounts back, but I'm only receiving 200 and it doesn't appear to be sortingCustom Field
Hi, We want to programmatically create new custom fields in Contacts module via API. Is there any endpoint on the API where we can do this?Can not get refresh token
Hi all, I used this link to get token: with scope: ZohoCRM.modules.all https://accounts.zoho.com/oauth/v2/token?code={grant_token}&redirect_uri={redirect_uri}&client_id={client_id}&client_secret={client_secret}&grant_type=authorization_code But it show: Server error occurred pl help me this problem. Many thanks.Zoho Notifications Increase Since V2
Hello All, My sales guys are complaining that there's a crazy amount of notifications coming to their phones through the Zoho CRM app. Notifications even come through on weekends when no one is doing anything. The Zoho CRM is linked to HubSpot's CRM through bedrock data, so information is continually passed between them, but not on the weekends. Does anyone know what's going on? This never happened with V1 of Zoho. Thank you so much! Gregcan i set owner id to a note via api ?
Hi, how can i set note owner id , so it own't be api default user can i set <FL val="SMOWNERID">usersemail@email.com</FL> or <FL val="SMOWNERID">3423422</FL> ?Escaping special characters in API v2 search criteria
Hi, The searchRecords API call says that "special characters like parentheses or comma in the value for a criteria, you must escape them using a back slash". Is there a full list of characters that need to be escaped when using this API method? https://www.zoho.com/crm/developer/docs/api/search-records.html ThanksKaizen #16 - Python SDK
Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss the Python SDK. What is the Python SDK for Zoho CRM? Python SDK allows you to create client Python applications that you can integrate with Zoho CRM, effortlessly. It serves as a wrapper for the REST APIs, thus making it easier to use the services of Zoho CRM. Here is a sample of how the SDK acts as a middle ware between Zoho CRM and a client Python Application. What can you do with the Python SDK? Exchange data betweenPlease add 'Org ID' to webhooks
When you create a sandbox, everything is copied across apart from the data (Which is the problem I'm working on solving now). This INCLUDES the webhooks. So our production server that receives the webhooks does not know if the webhook is coming from production or sandbox. If there was an 'Organization ID' param, our webhook receiver will be able to tell if it's coming from production or a sandbox, without needing to go and disable/edit all the webhooks.[API]Import JSON / CSV to CRM Contacts
Hello, I successfully import a .JSON file into Analytics module of Zoho and we are very happy with it. Same thing inside Campaigns. Now we want to periodically synchronize our .JSON file inside the CRM "Contacts" module, then Analytics and Campaigns. Is this possible ? How can we do that ? I read a lot of API documentation but I can't find anything clearly explained. Thanks in advance for your support.Associating an account as Parent Account to an existing account.
I added an account and want to add a parent account to it. I tried to set Parent_Account field. Its a LookUp type of field. Below is my code. "record.SetProperty("Parent_Account", serviceAccnt.Parent_Account);".. where serviceAccnt.Parent_Account is the same object that we get from Parent Account inside the account. This is not working. I can set string and int type of field but not LookUp type of field. Is there any other way to set a "LookUp" type of field.?? OR Please tell how to add a MemberFetch Accounts by Parent Account
I am using Zoho C# SDK. I want to fetch all child accounts of a Parent Account. I am using this code snippet to get all child accounts- "BulkAPIResponse<ZCRMRecord> response = module.SearchByCriteria("((Parent_Account:equals:" + accountName + ")", methodsParams);" Its giving Error - "ZCRMSDK.CRM.Library.CRMException.ZCRMException: 'invalid query formed' ". Its NOT working for "Parent_Account". Please give solution to fetch all child Acounts by Parent Acount. ThanksProblem with fetching Tasks module
Hello, I am working as a developer for Leadfeeder. We noticed a strange behavior for one of our customers. When we run synchronization, we fetch information about the Zoho configuration. One of the requests is GET with the following endpoint: https://www.zohoapis.com/crm/v2/settings/fields?module=Tasks The problem is that we get the following error: BODY: {"code":"INVALID_MODULE","details":{},"message":"the module name given seems to be invalid","status":"error"} I've checked other support topics,API Update : New Error Code in CRM APIs to Handle Data Storage Limits
Hello everyone! As you are aware, we have introduced edition-wise Data Storage limits for Zoho CRM. Please refer to this announcement on the same. In continuation with this update, we are introducing the error code MAX_RECORDS_LIMIT_REACHED with the status code 400, in our APIs. After this update goes live, when you insert records via the API, and you exceed the data storage limit for your edition, you will face this error. Here is how the error response looks like for the Standard edition and lower.API v2.0 Migration Update: Copy Customization, Extensions, and Functions
Hello everyone! As you all know, we deprecated the v1.0 APIs last year, and they will reach their end-of-life (EOL) on December 31, 2019. Please refer to this announcement for more details. We have also sent reminder emails to the primary users of all organizations that still use the v1 APIs, urging them to migrate to v2.0 at the earliest. Apart from reminder emails, we have also put up in-product banners, alerting the users of existing v1 code. For more details on the next essential steps, referC# SDK Auth fails when using self client grant token
I generate a self-client grant token for ZohoCRM.modules.ALL an use it in the attached code example. It runs but crashes with a 400 error code. When I attached a proxy to view the traffic a call is being made to https://accounts.zoho.com/oauth/user/info which is returning a 400 error code. I am using the v2.1.2 Nuget package for ZCRMSDK, but when I looked at the code posted on github, I noticed a very similar issue, https://github.com/zoho/zcrm-csharp-sdk/blob/master/ZohoCRM/OAuth/Client/ZohoOAuthClient.cs#L87,List of emails from modules using crm REST API
Hi, I would like to know if there is currently a way to export emails informations from Contacts or accounts (and generally from a supported module) in a similar fashion than notes and attachments. https://www.zohoapis.com/crm/v2/Accounts/XXXXXXXXXXXXX/Attachments https://www.zohoapis.com/crm/v2/Accounts/XXXXXXXXXXXXX/Notes When I try the following I get an empty list. https://www.zohoapis.com/crm/v2/Accounts/XXXXXXXXXXXXX/Emails The response { "email_related_list": [] } Cheers, MarcAdd encryption function to module Formula field
Sometimes we want to use a field value in a url or form and not show its actual value to the user. For example: https://myzohoform.myzohoorganization.com/?&subscriber=joeblow@me.com&provider=suzie@experts.com What if I dont want to expose "suzie@experts.com"? I dont want people contacting her or sending her spam. So I have to encrypt it. Zoho lets me do that with Base64 encoding/decoding and MD5 one-way encryption, but I have to mess with that in functions. Why not offer those as options in a FormulaC# MVC: UriFormatException: Invalid URI: The format of the URI could not be determined
Hi there, im getting the error "UriFormatException: Invalid URI: The format of the URI could not be determined". This is happening on line 55 of code below, which is "APIResponse response = restClient.GetOrganizationDetails();" This is my code: Can anyone see what might be going wrong? I've been trying to find what the URI is that its breaking on but can't find any mention of it in the stack trace. Much appreciated, Sarah.Custom ZOHO modules access
How can I access (read, insert data) non-standard (custom) modules? I try to insert data to custom module and get an error response: {"code":"INVALID_MODULE","details":{},"message":"the module name given seems to be invalid","status":"error"} I guess it's because I don't know how to set the scope to acces the module. Module, which I want to acces is called CustomModule2, but when I try to set is in the scope on generating a grant token I get an error When I set scope as ZohoCRM.modules.ALL or ZohoCRM.modules.Custom.ALLReceiving 500 Server Error when fetching certain deals
Hi Guys, We are encountering strange behaviour with the Zoho SDK. Everything has been working so far but now I just created a new Deal to test our code with and we are now encountering a 500 server error when attempting to fetch that Deal. (simple getRecord) We have two applications (deals) that are pretty much the same. One works and returns the ZCRMRecord while the other returns a 500 Internal Server Error. The first application that is working is 4111341000006299048 The second application thatNext Page
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We are absolutely thrilled to announce the release of Workflow APIs and Actions APIs in Zoho CRM’s v8 API suite! This powerful new set of endpoints gives developers unprecedented programmatic control over business automation. For years, Workflow RulesAttention API Users: Upcoming Support for Renaming System Fields
Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label propertiesClient Script | Update - Introducing ZRC: Simplified HTTP request library
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Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceSmarter data gathering with Query component in Wizards
Dear All, Introducing the Query Component in Wizards for CRM! A smart search field that saves you time and effort, and helps you manage and gather data more efficiently than ever before. Long and complex record entries can be overwhelming and prone to
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Paste issues in ZOHO crm notes
Hi, since a week or so I have issues with the paste function in ZOHO CRM. I use "notes" to copy paste texts from Outlook emails and since a week or so, the pasting doesnt function as it should: some text just disappears and it gives a lot of empty lines/enters.....I am trying to integrate my module in sandbox environment to add data via API
I went through the documents and tried to setup the API for adding the module via the api but the problem is the token setup is done on "https://accounts.zoho.in/oauth/v2/token" domain and the bulk write is done on "https://content.zohoapis.com/crm/v8/upload"Get logged in user ID in Deluge script
Hello all, How do I get the id of the logged-in user in a deluge script? the "zoho.loginuserid" function actually returns the users email address or whatever the user id they use to login to zoho with and not the id of the user record, and given thatFormat a "return" message
Good day, Is there a way to format the message of the "return" function in CRM deluge script?InvokeURL butchering JSON for OpenAI API calls
My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this to
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Kaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achievedKaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over theKaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
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